Rowland Carmichael Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Rowland Carmichael Advisors’s Portfolio FXG Stock Details FXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-389	Closed	-$18K	–	301
2016 Q1	$18K	Buy	+389	New	+$17.1K	0.02%	194

Other funds holding FXG

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Rowland Carmichael Advisors's FXG Position: Q2 2016 in Review

Rowland Carmichael Advisors sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q2 2016, closing a stake of 389 shares — an estimated $18K sold.

Rowland Carmichael Advisors first reported a position in FXG in Q1 2016 and held it in 1 quarter. The position peaked at $18K in Q1 2016. 148 funds tracked by Wall St. Rank hold FXG as of Q2 2016.

Rowland Carmichael Advisors reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q2 2016 after selling out during the quarter.
Rowland Carmichael Advisors sold 389 First Trust Consumer Staples AlphaDEX Fund shares in Q2 2016, an estimated $18K.
Rowland Carmichael Advisors first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q1 2016 and held it in 1 quarter.
Rowland Carmichael Advisors's First Trust Consumer Staples AlphaDEX Fund position peaked at $18K in Q1 2016.
148 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q2 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2016, filed 10 Feb 2020.